FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,250
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13M
3
+$12.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$11.5M

Top Sells

1
+$70.9M
2
+$35.7M
3
+$11.1M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.2M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.31M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$183K 0.01%
3,991
1027
$183K 0.01%
4,136
+896
1028
$183K 0.01%
2,409
-2,295
1029
$182K 0.01%
16,255
+16,052
1030
$182K 0.01%
+5,439
1031
$182K 0.01%
9,256
+9,187
1032
$181K 0.01%
1,374
-230
1033
$181K 0.01%
629
-18
1034
$181K 0.01%
3,218
-30
1035
$180K 0.01%
13,106
1036
$180K 0.01%
3,739
+878
1037
$180K 0.01%
1,921
-361
1038
$179K 0.01%
3,073
+1,628
1039
$179K 0.01%
2,388
+111
1040
$179K 0.01%
18,973
-229
1041
$178K 0.01%
3,830
-782
1042
$178K 0.01%
723
-24
1043
$178K 0.01%
255
+13
1044
$178K 0.01%
6,185
-9
1045
$177K 0.01%
12,095
+1,347
1046
$177K 0.01%
5,551
+4,212
1047
$176K 0.01%
3,016
-1,926
1048
$176K 0.01%
+3,500
1049
$176K 0.01%
1,178
-99
1050
$176K 0.01%
2,187
+916
40 41
42
43 44